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ISTB icon

Sachetta’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Sachetta’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$162 – 1127
2026
Q1 		$162 Buy
+3
New +$146 ﹤0.01% 1046
2025
Q4 		– Sell
-1,075
Closed -$52.5K – 1068
2025
Q3 		$52.5K Hold
1,075
– – 0.02% 256
2025
Q2 		$52.3K Hold
1,075
– – 0.02% 249
2025
Q1 		$52K Hold
1,075
– – 0.02% 248
2024
Q4 		$51.4K Sell
1,075
-912
-46% -$43.8K 0.02% 259
2024
Q3 		$96.7K Hold
1,987
– – 0.04% 205
2024
Q2 		$95.1K Buy
1,987
+172
+9% +$8.11K 0.04% 195
2024
Q1 		$86.3K Buy
1,815
+11
+0.6% +$521 0.04% 198
2023
Q4 		$85.8K Buy
+1,804
New +$84.2K 0.04% 198

Other funds holding ISTB

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Sachetta's ISTB Position: Q2 2026 in Review

Sachetta sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 3 shares — an estimated $162 sold.

Sachetta first reported a position in ISTB in Q4 2023 and held it in 9 quarters. The position peaked at $96.7K in Q3 2024. 68 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Sachetta reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 3 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $162.
  • Sachetta first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2023 and held it in 9 quarters.
  • Sachetta's iShares Core 1-5 Year USD Bond ETF position peaked at $96.7K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.